New Mix of Old Global Imbalance Trends
Global imbalances - April 2026. A new cocktail in old bottles. The latest Chartbook newsletter just dropped. Check it out here: https://t.co/mMfEDcYvoJ https://t.co/4w6QpQDXwo
US Threatens Canada Over Wine Ban Amid USMCA Talks
Carney Asada: Canada will get chopped up by USMCA renegotiation. From our early March note 👇 https://t.co/Eca6Me0P8D
AI Earnings Prop Up Markets Amid Iran Tensions
Tom Lee Agreed With Me - LOL $SPX Markets are holding up despite geopolitical tension from War in Iran, as strong AI-driven earnings mask economic weakness. Risks from #crudeoil price/supply shocks aren't priced in but narrow leadership is. Seasonality tilts bearish soon... https://t.co/3v10TYbjuc
Conservative Senators Clash Over Online Sports Betting in Oklahoma
Multiple senators opposed on moral/ethical grounds, saying during the sports betting bill debate online betting would hurt people in Oklahoma. Others questioned payment structures from the tribes and so forth. Gambling remains a difficult push in conservative political states.
Google Prioritizes Non‑Commodity Content Over Commodity
Very informative slide via Google's Danny Sullivan explaining the difference between "Commodity" vs "Non-Commodity" content Google prefers the later IMO, lots of evidence this is spot-on, not where Google is going in the future, but where it already is now via @ChouinardJC https://t.co/PcVtb2N7MV
Lululemon Appoints Former Nike Exec as CEO
SCOOP: Lululemon has found its next CEO. Former Nike executive Heidi O'Neill is set to take over in September. $LULU https://t.co/tDZFUF1EOU
US Opens Tough Cuba Talks, Deadline Looms This Week
The U.S. has begun new negotiations with Cuba, presenting sweeping demands with a looming deadline later this week. Full analysis available exclusively for Analyst Tier members on Patreon ➡️ https://t.co/MG6vaQVGos #cuba #geopolitics https://t.co/Y4hhm8sZaK
No Vote Deals Major Setback to Oklahoma Sports Betting
The bill's sponsor said he will push for a re-vote, but today's no vote was a big blow for legal sports betting efforts in Oklahoma
Dell Evolves Into AI Powerhouse, Not Just PCs
Dell just posted $113.5B in revenue. Up 19% YoY. $64B in cumulative AI orders. $43B in unfilled AI backlog. $30B in new buybacks. 20% dividend hike. This isn't a PC company anymore. $DLLL gives you 2x daily leveraged participation: https://t.co/ZjkBdri46R @GraniteShares
Your Next Client Is Already in Your Network
🔥hot take: your next client is probably already in your network. you just don't have a system for staying in front of them. if i only had 5 minutes a day to move the needle on my business relationships, i'd follow...
Ships Use Territorial Waters to Bypass US Blockade
How can dozens of ships defeat the US Blockade, as the FT repost below says is happening? The map shows how a tanker can travel from Kharg Island to Mumbai while remaining within the territorial waters of Pakistan and India. The US...
Spurs‑Blazers Opener Draws 5.7 Million Viewers
Strong 5.7 million viewers for Game 1 of Spurs-Trail Blazers first round series on NBC on Sunday night (1 million of those on Peacock's stream). Hopefully Wembanyama comes back soon from that concussion.
Fire High-Noise, Low-Revenue Customers Now
The customer you can't fire is the one running your company. Every founder I coach has at least one. Eats 30% of your week. Pays 5% of your revenue. The name that makes the whole team sigh in Slack. You...
Past Buyers Respond Differently: Apparel
Apparel brand advertising new drops to past buyers: high incrementality. vs Supplement brand advertising the same bottle to past buyers: low incrementality.
Toronto Tempo Secures Only 19
The Toronto Tempo will appear on national television in the United States 19 times this season. (Not surprising this is a low number in the States.) Highlights: ESPN will air Fever @ Tempo on Aug. 18 CBS will air Mercury @ Tempo on...
Value Creation Shifts to Small Teams, AI Ends Billable Hour
I’m honored to be the inaugural guest on my friend and longtime collaborator Ron Boire’s new podcast, Lead with Purpose. Our conversation (cut down from almost 3 hours of recording, if you can believe it) covers all manner of things:...
AI Turns Coffee Brand Ideas Into Instant Reality
Been wanting to open a coffee brand and coffee shop, so I mocked up the whole thing with ChatGPT’s new image generator. Brand world, packaging, storefront, interiors, the whole vibe. Honestly kind of wild how fast you can now go from idea...
Fertilizer Price Surge Triggers Gradual Food Inflation
Rising fertilizer prices are now hitting farmers, and eventually those will translate into higher wholesale food prices which will (assuming higher costs are passed onto consumers) eventually land at grocery stores too. The inflationary impulse doesn’t arrive all at once,...
CIO Reveals Where IT Wastes Time and Money
Where is IT wasting time and money? Former CIO Todd Richardson shares hard truths on labor, efficiency, and strategy in CIO Podcast Ep. 110. 👀 Check it out: https://t.co/JyGcyoFdkz @HCTecTN #healthcarelabor #HITSM
NBC Sports Returns to WNBA After 24-Year Hiatus
On Sunday May 17 NBC Sports will air its first |WNBA game in 24 years. They open with defending champion @lvaces against the @atlantadream in Angel Reese's Atlanta home debut – 1:30 p.m. ET on NBC and Peacock. That's followed later...
Trimmed‑average Inflation: Only Gauge Still Trending Lower.
Yesterday, Kevin Warsh said he favors using trimmed-average inflation measures... Of course he does.... It’s probably the only “inflation” gauge still somehow trending lower. Yep.... I’ll say it again: None of us own enough hard assets. https://t.co/psqdXXGW7Q https://t.co/LS43LWLsQe
Presidents' Oil Price Moves During Hormuz Crisis
A brief history of presidential oil price jawbones through the Hormuz crisis. Feel free to add your favourites below. https://t.co/iF0JvVgn0v
Somalia's Israel Ship Ban Threatens Bab Al-Mandeb Stability
Somalia. Ban on Israel ships. Bab al-Mandeb Strait. Ban or more pirate attacks? Global maritime is showing signs of upheaval.
Tailor Demos to Buyer's Problem, Not Product Features
I watched a rep lose a $300K deal because he used the product team's demo. It was a polished demo, actually. But it was built to show features, not to answer the specific problem the buyer named twenty minutes earlier on the...
Lobbyists Absurdly Doubt Small Streamers' NFL Bidding Power
See this a lot in D.C. lobbying, where advocates test the limits of an argument to an absurd degree: Is the @NFL seriously saying to @FCC Chief of Staff @Watson__Greg that @philoTV, @AMC_TV and @Crackle_TV (owned by Chicken Soup for...
Indonesia's Strait Fee Sparks UNCLOS, Supply‑Chain Turmoil
Indonesia. Impose fee on ships going thru the Strait of Malacca. Learned money lesson from Iran. UNCLOS? Will there be military action to stop it? More maritime and supply chain hell.
Google Cloud Spanner Omni: Portable, Best‑in‑Class Database Everywhere
The best database on the internet is now available ... anywhere? We just announced @googlecloud Spanner Omni, with reimagined TrueTime and Colossus components for portability. https://t.co/iHBOKF7nH2 Pull the container here: "docker pull https://t.co/g26aVGW0aX" https://t.co/zqU7Z1g3Lp
Claude Design Turns Brand Guidelines Into Ready Slides
been using claude design and loving it it's basically claude code under the hood but with a very opinionated ontology for input and output - the input ontology is logo, colors, fonts, etc. - the output ontology is slides, decks, business cards as...
S&P Earnings Growth Likely Peaks 2028‑2030 After Rate Cut
Street consensus, S&P 500 earnings growth: 2026: +21.8% 2027: +14.8% Those are big, tough-to-achieve numbers. But look at the historic record. The S&P's earnings growth rate historically peaked 40 to 76 months after the first Fed rate cut. Yes, forty to seventy-six. Powell...
Search Is Behavior—Be Everywhere Your Audience Looks
"Search is a behavior, not a channel.” — Lacey Reichwald Your audience is “searching” on TikTok, YouTube, AI tools… not just Google. Are you showing up everywhere they look? Full interview 👉 https://t.co/gVeYqeVDov @ahamediagroup #marketingstrategy #hcmktg https://t.co/qBsry4BqoG
Losing Goodell’s Antitrust Immunity Could Spark NFL Chaos
In an April 17 meeting with @FCC staff, @NFL General Counsel Ted Ullyot came armed with a 17-page slide deck. This page is a visualization of the alleged ensuing chaos if @nflcommish Roger Goodell lost his antitrust immunity in the...
Jerry Jones Gets $18.2M Yearly Stadium Subsidy Bargain
Cowboys owner Jerry Jones' per-year lease subsidy falls well short of a record, but paying the owner of the NFL's most valuable team $18.2m/year to keep playing in what remains the gold standard for stadium design can't be seen as...
Ship Seizures Signal Iran’s Growing Control of Hormuz
Ship Seizures Mark New Phase in Iran’s De Facto Control of Hormuz. With extended ceasefire. The situation looks shaky. https://t.co/pThf20VEbW
CIOs Must Turn AI POCs Into ROI, Prevent Rogue AI
RT CIOs face pressure to go beyond AI POCs and deliver ROI while avoiding the risk of rogue AI. #CIO #AI @Star_CIO https://t.co/IkMrUQXpxe
Yardeni Predicts S&P Rebound, Summer Consolidation Ahead
YARDENI RESEARCH IN BLOOMBERG (April 22, 2026) Ed Yardeni became convinced that US stocks were primed for a rebound after the S&P 500 Index had tumbled more than 9% from its record high. Yardeni said the selloff had the feeling of...
Gulf States Eye Takeover of CBS and CNN
Three Gulf States are about to claim ownership of companies that own CBS and CNN. Who are they exactly and what do they want? I went looking. Latest for @TheAnkler https://t.co/PtldZMTkBC
Apple CFO Ran $200B Cash with Just Seven Staff Members
Apple’s CFO for most of Tim Cook’s run was Luca Maestri (2014-2024). He had 2 IR employees while managing Apple’s $200B+ cash pile with only 7 employees and this LinkedIn profile: https://t.co/Am7ubnjt25
Warsh Calls Core PCE ‘Rough Swag,’ Favors Trimmed Mean
At his confirmation hearing, Warsh dismissed core PCE as "rough swag" and said he'd prefer to focus on better gauges of underlying inflation like median or trimmed mean. This got attention because Dallas Fed trimmed mean was 2.3% in February (y/y)—well...
JPM Predicts Corporate Capex Surge After Anthropic, Mythos News
"Corporate capex is likely to increase further, particularly in the wake of the Anthropic / Mythos headlines." - JPM
Seedance 2.0 Delivers Ultra‑Realistic AI UGC Ads
How I Make (insanely) Realistic AI UGC ads with Seedance 2.0 WATCH HERE 👉 https://t.co/WXdgLmQEox In this video, I show you how I use Seedance 2 to create insanely realistic AI UGC ads for dropshipping. The biggest game changer is the...
Google AI Now Writes Three‑quarters of New Code
75% -> Google says 75% of new code created inside the company is now generated by AI and reviewed by human engineers, up from 50% last fall https://t.co/iAQrM8UHCQ
Iran Conflict: Strategic Threat or Opportunity for China?
Is the Iran war a strategic threat or an opportunity for China? https://t.co/E82r5V2x3h @QamarEnergy @TheNational
CFOs Prioritize Analyst Consensus Over Profitable Growth
Your CFO does not work for your company. They work for the analyst consensus. The largest study of its kind asked 401 of them. 78% would cancel profitable projects to hit a number. 55% would skip money-making investments to avoid a...
Keep Your VC Promises or Face Community Memory
Investors who verbally commit to lead the round and then back out - you should be ashamed of yourselves. This is a terrible way to do venture business and this community has a long memory. Do what you said you are...
Mapping Hormuz Bypass Easy, Execution Far More Challenging
Bypassing Hormuz: “You can draw beautiful lines on the map. To try to make it happen in reality is something else.” @QamarEnergy @ColumbiaUEnergy @rfelliott https://t.co/JKNGbORqzA
Tax Planning vs Compliance: Different Services, Different Costs
Tax Planning and tax compliance are not the same service and are not the same price. Compliance is tax history required by the IRS to be reported each year. Tax planning lowers the tax over the course of your life.
Customer‑Driven Feedback Loop Fuels $10M SaaS Success
These guys built a $10M+ B2B SaaS by doing something that doesn't scale... Moneybird built the #1 bookkeeping software in the Netherlands by shaping their entire product around customer feedback. Even the founders handled support themselves in the early days....
HR Tech’s AI Excuse: Unpacking “The Alibi” Insight
HR Tech and AI Work Notes #12: The Alibi https://t.co/sQEMILwvFk #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Structure Your Blog First, Rankings Follow
Google doesn't hate your blog posts. You're publishing without structure. That's why nothing ranks. Site-wide: - Topical map - Pillar pages - Hubs or clusters Page-level: - Competitive research - Consensus analysis - Keyword data Structure first. Writing second.
Expanding to 24 Teams Won’t Solve Financial Drain
Tim makes a salient point about multi-network access being beneficial. But "expand to 24 because the schools need more money" is a flawed argument, because expenses will rise in lockstep with revenue. And then they will clamor for *even more*...